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Ufp Industries shares owned by SkyOak Wealt

Quarter-by-quarter ownership of Ufp Industries (UFPI) shares owned by SkyOak Wealt from 13F filings

Historical chart of SkyOak Wealt investment in Ufp Industries

Tip: Access up to 7 years of quarterly data

All positions including Ufp Industries held by SkyOak Wealt consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ufp Industries by SkyOak Wealt

Quarter filed Position value Share count Share price at filing
2024-09-30 $307k 2.3k 131.21
2022-03-31 $208k 2.7k 77.15

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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Us Vlu (IUSV)
Eli Lilly & Co. (LLY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p Scp Etf (IJR)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Amazon (AMZN)

View all positions for SkyOak Wealt

Top funds holding Ufp Industries

BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
State Street Corporation
Dimensional Fund Advisors
FMR
Geode Capital Management
Franklin Resources
T. Rowe Price Investment Management
Northern Trust
Allspring Global Investments Holdings
Invesco
Charles Schwab Investment Management
Victory Capital Management
T. Rowe Price Associates

View all funds holding Ufp Industries